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Q4 2024 Earnings — Results of Operations, Other Events
Filed February 4, 2025
Revenue hit $96.5 billion in Q4 2024 (up 12% YoY) with operating margin expanding 5 percentage points to 32%, as Google Cloud surged 30% to $12 billion and net income jumped 28%. The company signaled an aggressive AI bet ahead, announcing plans to spend approximately $75 billion in capital expenditures in 2025, while Cloud and YouTube together crossed a $110 billion annual revenue run rate — underscoring that AI-driven growth is now the central thesis for the stock.
Filing Items
Item 2.02 — Results of Operations
The company is reporting its quarterly or annual financial results. This is the filing that accompanies an earnings call.
Item 8.01 — Other Events
A catch-all for material events the company wants to disclose, such as strategic updates, leadership changes, or corporate actions.
Item 9.01 — Financial Statements
Financial statements and exhibits are attached to this filing. Usually accompanies other items rather than standing alone.
Extracted Milestones (4)
Gemini App Team Integrated into Google DeepMind
The Gemini app team responsible for the direct consumer interface to Gemini models was formally moved into Google DeepMind during Q4 2024.
AI Overviews and AI Mode Launched in Google Search
Google has shipped AI Overviews and AI Mode in Search, which have driven growth in overall queries including commercial queries and created new opportunities for businesses and shoppers.
Google Cloud AI Infrastructure Scaling in Progress
Alphabet announced plans to invest approximately $75 billion in capital expenditures in 2025, explicitly to accelerate AI infrastructure build-out supporting Google Cloud.
Circle to Search Feature Shipped on Android
Circle to Search has been shipped and is actively increasing user engagement in Google Search, as noted in Alphabet's Q4 2024 earnings.